Digital Data Capture

Digitize your inbound data capture processes with better, faster and guided web forms.

Digital Data Capture - Xpertdoc Smart Forms

Web-based, Dynamic Digital Data Capture

Xpertdoc Smart Forms are responsive, web-based or embedded data capture forms that enable your customers to easily enter and submit their information electronically, through a better, faster, paperless, and guided process. By exchanging manual, paper-based and error-prone processes for a digital version, you benefit from lowered resource costs, improved internal efficiencies and memorable customer experience.

Features to Power and Automate Your Processes

With robust features that create a better experience, Xpertdoc’s Smart Forms empowers your business users to complete processes better and faster than ever before.

Xpertdoc Smart Forms - Configurable Forms

Configurable Web Forms

Configurable functions include data fields, check-off options, dropdown menus, date pickers, and sub forms. Fields and options can be tagged as mandatory and be accompanied by dynamic in-process guidance to simplify the process.

Advanced Business Rules

Logic-based business rules can be configured to control information presentment based on input provided by customers. Relevant options are displayed, reducing confusion and improving customer experience.

Xpertdoc Smart Forms - Business Rules
Xpertdoc Smart Forms - Data Sources

Dynamic Data Sources

Dynamic lists of data pulled from enterprise core systems can be linked to dropdown menus embedded in Smart Forms, ensuring accurate information such as products, pricing, options, etc. is displayed.

Dynamic Data Capture

Captured data can be directly fed into enterprise core systems, such as Microsoft Dynamics 365/CRM, ERP, CPQ, Excel, policy administration, and more. Auto-completing fields can pull input stored to make entering information faster, easier and error-free.

Xpertdoc Smart Forms - Data Capture
Xpertdoc Smart Forms - Intuitive Design

Intuitive Design Interface

Featuring an intuitive design interface and drag and drop capability, Smart Forms can be built and tailored quickly and easily.

Integrated e-Signature

Capturing electronic, legally-binding signatures can be done in minutes, on any device, with native e-signature support.

Xpertdoc Smart Forms - eSignature

Useful Resources on Digital Data Capture

How to Efficiently Capture Customer Data Through Digital Smart Forms

Getting “Smart” with Xpertdoc Smart Forms and Document Automation

GroupHEALTH Boosts Optional Coverage Sales with Smart Forms

Ready to Leverage the Power of Xpertdoc's Document Automation Solutions?​

Contact us today to schedule a demo tailored to your specific document needs and business objectives.